- Edward Jones (North Dartmouth, MA)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...environment + Attention to detail, strong organizational and time management skills **Can you see yourself ** + Providing… more
- Bank of America (Providence, RI)
- …relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within ... Financial Solutions Advisor Registration Candidate - Rhode Island Market Providence,...Fridays and rotating Saturdays **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client… more
- UMB Bank (Providence, RI)
- …a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully understand market narrative, manager ... **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor... generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being… more
- Cardinal Health (Providence, RI)
- …results, increase market share and exceed customer expectations. **_Job Summary_** The Advisor , Category Management has full profit-and-loss responsibility for a ... **_What Category Management contributes to Cardinal Health_** Marketing is responsible...product promotions, designs planograms, and tracks product changes. The Advisor manages product categories that are low volume and/or… more
- Concentrix (Providence, RI)
- …"Job Details **Executive Director- Business Development** Other Account Management Location United States Of America Language English Apply ... featuring SMEs from multiple practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through to close plan. -… more
- City National Bank (Providence, RI)
- …and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and ... new business development * Masters Degree preferred * Working knowledge of portfolio management , including knowledge of investment techniques and asset… more
- Oracle (Providence, RI)
- …for specific product families within the broader OCI ecosystem. As a trusted advisor to OCI leadership, the team focuses on optimizing business economics while ... to the product and engineering organizations, with end-to-end ownership of the compute portfolio . You will lead a small team of direct reports, managing complex… more
- Capital One (Providence, RI)
- …their business, their small business or commercial card needs. As their trusted advisor , you will help optimize the rebates and benefits received from Capital One. ... of contact at Capital One. **Responsibilities:** + Manage a portfolio of clients with key focus on retention, growth...clients with key focus on retention, growth and risk management + Analyze the company's total business spend to… more
- Oracle (Providence, RI)
- …OCI or similar cloud provider delivery models, capital planning, and global portfolio management . * Strong understanding of construction delivery, financial ... partner responsible for enabling execution excellence across OCI's global data center delivery portfolio . This role acts as a force multiplier for the VP, ensuring… more
- Brink's (Providence, RI)
- …Company (NYSE:BCO) is a leading global provider of cash and valuables management , digital retail solutions, and ATM managed services. Our customers include financial ... at our largest financial institution clients, serving as a trusted collaborator and advisor to key decision-makers. By leveraging knowledge of the Brink's solution … more
- Hilton (Providence, RI)
- …be part of the broader Commercial Services organization collaborating with revenue management , sales, and analytics, the core of Hilton's commercial engine, to ... expertise, data\-driven execution, and hotel partnership together\. You'll manage a portfolio of hotels, improve paid media strategies, and ensure engagement in… more
- Citizens (Providence, RI)
- …enhancements, and strategic initiatives. + Stakeholder Engagement: Act as a senior advisor to Relationship Managers, Portfolio Managers, and business line ... candidate will have over 20 years of experience in credit risk management at major financial institutions and possesses deep knowledge of regulatory frameworks,… more
- Oracle (Providence, RI)
- …process from requirement intake, design, build, testing and deployment. + Works closely with management - Portfolio Manager and the roles within the pods (eg, ... OCI (SaaS, IaaS, PaaS). Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...for the department or function in collaboration with senior management . + Drive the deployment of Customers workloads to… more
- SHI (Providence, RI)
- …TCS, Wipro, and HCL to influence global IT spend and drive SHI's solutions portfolio . + Develop and execute account plans aligned with SHI's global sales strategy ... and GSI objectives. **Pipeline & Opportunity Management :** + Build and manage a robust pipeline of opportunities through proactive outreach, networking, and… more
- Oracle (Providence, RI)
- …in the higher education space. + Serve as a trusted advisor , understanding each institution's unique needs, strategic objectives, and technology challenges, ... sales targets. + Collaborate with internal Oracle teams (Pre-Sales, Product Management , Executives, Industry Specialists) and technology partners to align solutions… more
- Renaissance (Providence, RI)
- …Customer Success Senior, you should have:** + Expert-level **program and portfolio management ** capabilities, including governance, financial oversight, and ... and sustained customer trust. The Senior Program Manager serves as a trusted advisor to state education agencies and internal executive leadership. **In this role as… more
- Oracle (Providence, RI)
- …process from requirement intake, design, build, testing and deployment. + Works closely with management - Portfolio Manager and the roles within the pods (eg, ... under OCI (SaaS, IaaS, PaaS). Act as a trusted advisor and liaison between Customer and Oracle implementation, Support...for the department or function in collaboration with senior management . + Drive the deployment of Customers workloads to… more
- Copeland (Providence, RI)
- …new and existing accounts in the biogas space, striving to achieve Trusted Advisor status with customers and a strong preference for Vilter industrial gas compressor ... industry associations + Move Vilter's position as a value provider, gaining "Trusted Advisor " status with key customers + Build relationships with decision makers to… more
- Oracle (Providence, RI)
- …process from requirement intake, design, build, testing and deployment. + Works closely with management - Portfolio Manager and the roles within the pods (eg, ... GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...for the department or function in collaboration with senior management . + Drive the deployment of Customers workloads to… more
- Oracle (Providence, RI)
- …ecosystem preferred. Strong understanding of PE deal structures, fundraising cycles, and portfolio management . Proven track record of B2B sales success, ... goals to tailor sales pitches. Act as a trusted advisor , providing insights and solutions tailored to PE firms...insights and solutions tailored to PE firms and their portfolio companies. Track industry trends, competitive landscape, and emerging… more